Receiving Teller Onboarding Checklist

Receiving Teller Onboarding Process

Are you looking for help setting up a staff orientation process so that when your new Receiving Teller starts their role, they can learn about their responsibilities and your company as quickly as possible? Whether you’re keen to use buddy onboarding, want to automate your Banking onboarding experience or just need an onboarding checklist for your new Receiving Teller, you’re in the right place. We’ve put together a sample Receiving Teller onboarding checklist below and have created onboarding templates & resources to help.

Receiving Teller Onboarding Checklist

1. Orientation: The new receiving teller attends an orientation session to familiarize themselves with the company’s mission, values, policies, and procedures. This task is typically performed by the HR department or a designated trainer.

2. Introduction to the Team: The new receiving teller is introduced to their immediate team members, including supervisors, colleagues, and other support staff. This helps establish relationships and fosters a sense of belonging within the company. The team leader or supervisor usually performs this task.

3. Job Shadowing: The new receiving teller shadows an experienced teller to observe and learn the day-to-day tasks, such as processing deposits, withdrawals, and other financial transactions. This task is performed by an experienced teller or a designated mentor.

4. Training on Banking Systems: The new receiving teller receives training on the specific banking systems and software used for transaction processing, customer account management, and reporting. This training is typically conducted by the IT department or a designated trainer.

5. Cash Handling Procedures: The new receiving teller is trained on the proper cash handling procedures, including counting, verifying, and balancing cash transactions. This task is performed by an experienced teller or a designated trainer.

6. Customer Service Training: The new receiving teller undergoes customer service training to learn how to provide excellent service, handle customer inquiries, and resolve issues effectively. This training is usually conducted by the customer service department or a designated trainer.

7. Compliance and Regulatory Training: The new receiving teller receives training on banking regulations, anti-money laundering policies, and other compliance requirements to ensure adherence to legal and ethical standards. This training is typically conducted by the compliance department or a designated trainer.

8. Security and Fraud Prevention: The new receiving teller is trained on security protocols, fraud prevention measures, and how to identify and report suspicious activities. This task is performed by the security department or a designated trainer.

9. Product Knowledge: The new receiving teller learns about the various banking products and services offered by the company, including savings accounts, loans, credit cards, and investment options. This training is usually conducted by the product management team or a designated trainer.

10. Performance Expectations: The new receiving teller meets with their supervisor to discuss performance expectations, goals, and key performance indicators. This helps align their work with the company’s objectives. The supervisor or manager performs this task.

11. Workplace Policies and Procedures: The new receiving teller is provided with an employee handbook or manual that outlines the company’s policies and procedures regarding attendance, dress code, leave, and other workplace guidelines. This task is typically performed by the HR department.

12. Introduction to Support Departments: The new receiving teller is introduced to support departments such as IT, HR, compliance, and marketing, to understand their roles and how to seek assistance when needed. This task is usually performed by the HR department or a designated representative from each department.

13. Performance Evaluation Process: The new receiving teller is informed about the company’s performance evaluation process, including the frequency of evaluations, criteria used, and how feedback is provided. This task is typically performed by the HR department or the supervisor.

14. Cross-Training Opportunities: The new receiving teller is informed about potential cross-training opportunities within the company to enhance their skills and knowledge in other areas of banking. This information is usually provided by the HR department or the supervisor.

15. Introduction to Company Culture: The new receiving teller is introduced to the company’s culture, values, and any unique traditions or events that contribute to the overall work environment. This task is typically performed by the HR department or a designated representative.

16. Ongoing Support and Mentoring: The new receiving teller is assigned a mentor or buddy who can provide ongoing support, answer questions, and help them navigate their role within the company. This task is typically coordinated by the HR department or the supervisor.

17. Performance Feedback and Coaching: The new receiving teller receives regular feedback and coaching sessions from their supervisor to help them improve their skills, address any performance gaps, and set goals for professional development. This task is performed by the supervisor or manager.

18. Continuous Learning Opportunities: The new receiving teller is informed about the company’s training and development programs, workshops, webinars, and other resources available to enhance their knowledge and skills. This information is typically provided by the HR department or the training department.

19. Introduction to Company Benefits: The new receiving teller is provided with information about the company’s benefits package, including health insurance, retirement plans, vacation policies, and any other employee perks. This task is typically performed by the HR department.

20. Performance Recognition: The new receiving teller is made aware of the company’s performance recognition programs, such as employee of the month, bonuses, or other incentives, to motivate and reward exceptional performance. This information is typically provided by the HR department or the supervisor

Setting Up Your Employee Onboarding Process

From reading through the items in the example Receiving Teller checklist above, you’ll now have an idea of how you can apply best practices to getting your new Receiving Teller up to speed and working well in your Banking team. Scroll up to see the link to our onboarding templates & resources or get in touch to discuss getting help setting up your systems and processes in this area.